Symptom
- We want external candidates to skip New Hire Data Review but Internal employee to go through the New Hire Data Review.
- How to get a candidate to go through a different onboarding process based on rules.
- Candidate display in the process they should not be in.
Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.
Environment
SAP SuccessFactors Onboarding
Reproducing the Issue
- Initiate onboarding for a new candidate.
- Navigate to the home page of the manager.
- View the candidate in a step they should have skipped.
Cause
Only one Process Variant was configured for the different types of candidates
Resolution
- Login to BizX.
- Navigate to Process Variant Manager.
- Click on + Process Variant.
- Enter an ID without spaces or special char, and enter a name. Spaces are allowed there.
- Click save and click on the Process Variant name to configure the steps.
- Click on Start tile a window will pop up in which you can select the next step.
- Create you steps as you wish example below.
- Click validate and save when you finish viewing the validation message.
- Then click cancel because your process will not activate until you have a rule configured.
- Select Define Business Rules.
- Then select the + in the next window.
- Select Onboarding 2.0 section, and choose Select Process Variant form the option.
- Add rule ID on the top right corner, and the name will automatically populate, but you can edit that.
- Click Continue.
- In the example of the rule displayed below, I want internal hires to enter the Process Variant with the New Hire Data Review Step,
and external candidates to join the Process Variant without the first step. - you can define it to suit your business needs.
- Select Save when completed.
- Navigate back to Process Variant Manager.
- Click on Process Variant name.
- Click Activate and close the window.
- Test with a new candidate.
Keywords
Process Variant, Internal Hires, Process Variant Manager, Onboarding Process, Skip, New Hire Data Review, Process, OBX , KBA , LOD-SF-OBX-NHR , Onboardee Data Review , Problem
Product
SAP SuccessFactors Onboarding